See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,842 | $43,327-61.1% | $59,878-71.9% | $64,186-73.8% |
| Participation rate | 16.3% | 69.2%-52.9pp | 74.7%-58.4pp | 69.6%-53.3pp |
| Annual return | -3.57% | -1.55%-2.0pp | 3.46%-7.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $164 | $2,028-91.9% | $2,722-94.0% | $2,381-93.1% |
| Participant deferral / active EE | $362 | $2,546-85.8% | $3,402-89.4% | $3,470-89.6% |
| Admin fee / account holder | $209 | $3,005-93.1% | $3,590-94.2% | $4,888-95.7% |